PC
Patrick Coons
TRIAD WEALTH PARTNERS
Edmond, OK 73013
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CRD#: 8309343
PC
Patrick CoonsTRIAD WEALTH PARTNERS
Professional summary
Patrick Coons is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Edmond, Oklahoma.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Patrick has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Name of other Business: Slate River Financial; Investment Related: Yes; 845 E. 33rd Street, Edmond, OK 73013; Nature of Business: Insurance Sales; Position/Title: Insurance Agent; Start Date: June 2011; Approximate Number of hours/month: Varies per month, represents a material amount of time; During trading hours: Varies; Duties relating to business: Service and Sales of Insurance lines including health and life insurance and annuities. 2. Name of other Business: Trash Panda Properties, LLC; Investment Related: No; Nature of Business: LLC for Real Estate Holdings; Position/Title: Owner; Start Date: November 2024; Approximate Number of hours/month:10 hours per month; During trading hours: Varies; Duties relating to business: LLC for Real Estate Holdings 3.Name of other Business: Trash Panda Landscaping, LLC; Investment Related: No; Nature of Business: LLC for Landscaping; Position/Title: Owner; Start Date: December 2025; Approximate Number of hours/month: 10 hours per month; During trading hours: Varies; Duties relating to business: Landscaping
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Coons's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 10, 2026 - Present
TRIAD WEALTH PARTNERS, LLC
Office #1: 845 E. 33rd Street, Edmond, OK 73013Office #2: 8801 S. Yale Ave Suite 120, Tulsa, OK 74137RIA
CRD#: 326523
Edmond, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL
CRD#: 326523 / SEC#: 801-128150
RIA
Registered Investment Advisory firm - (6/9/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(7/10/2026)
Current Firm
TW
TRIAD WEALTH PARTNERS, LLC
CHADWICK FINANCIAL | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMEMTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL
CRD#: 326523 / SEC#: 801-128150
RIA
Registered Investment Advisory firm - (6/9/2023 Approved)Loading...
Contact information
Main Address
730 New Hampshire St., Unit 222, Lawrence, KS 66044
Mailing Address
Phone number
(785) 830-0000
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,978 |
| AUM (Assets Under Management) | $ 424,994,398 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
